Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE WEALTH DESIGN LLC | COM | 3051 | $42,385 | 333 | 0.00 | 0.00 | 14 | 4.39 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 3052 | $42,384 | 333 | 0.00 | 0.00 | 63 | 23.33 | 03-31-2024 |
HALPERN FINANCIAL INC | Stock | 3053 | $43,306 | 329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 3054 | $41,296 | 324 | 0.00 | 0.00 | 2 | 0.62 | 03-31-2024 |